Sales Pipeline
Sales Pipeline is the header above quotes, Orders, and Blanket Sales Orders. It has no screen of its own. Open quotes to work a prospect quotation (QU-).
Why this works
The header only groups the screens. quotes opens the quote table at sales/sales.quotes-table-with-pivoting. Orders opens the sales order table at sales/sales.sales-order-with-pivoting. Blanket Sales Orders is the third item in this header.
A quote can convert to an order once won. The Create sales order button on the quote row has no form and no flow yet, so that conversion is not a finished job on Quotes. The order document is still the next stage.
Check
From Sales, open quotes. You should see the quote table, with quote number and Status on each row.
If this fails
| What you see | Why | What to do |
|---|---|---|
| You cannot find Quotes in the menu | The menu label is quotes, directly under the Sales Pipeline header | Open Sales, then quotes |